Journal.

In issue 768 of the Sea-Intelligence Sunday Spotlight, we analysed East/West container vessel deployment, revealing how Gemini Cooperation is executing a reallocation of their fleet. While headline figures show a broad loss of market share across major East/West trades, an 8‑week running average in Figure B1 shows a deliberate network strategy: Gemini is systematically sacrificing capacity market share on the Transpacific and Asia-North Europe (Asia-NEUR) lanes to fund an agg

In Issue 767 of the Sea‑Intelligence Sunday Spotlight, we analysed 2026‑Q1 container volumes at North American East Coast (NAEC) ports. NAEC Total Throughput declined ‑2.5% Y/Y, and NAEC Laden Imports declined ‑1.4% Y/Y. Despite this, the NAEC ports gained ground on the West Coast, lifting the region’s Laden Import share from 46.0% in 2025‑Q1 to 46.8% in 2026‑Q1, as West Coast ports saw a deeper ‑3.9% Y/Y contraction in Laden Imports. As illustrated in Figure 1, breaking down

Our analysis of the financial and volume performance of the shipping lines in Issue 766 of the Sea‑Intelligence Sunday Spotlight shows that 2026‑Q1 presents a challenging financial landscape. Across the shipping lines that have so far reported on their financial figures (minus HMM who have not yet published their 2026‑Q1 EBIT, OOCL who do not publish quarterly EBIT, and CMA CGM, who have stopped publicly publishing EBIT), a combined EBIT of USD 1.35bn was recorded, substantia

In our analysis of service‑level schedule reliability (Issue 765 of the Sea‑Intelligence Sunday Spotlight), we found that the global average masks a deeply fractured market. Instead of uniform operations across all trade lanes, some trade lanes are seeing a high percentage of highly stable services, while others are experiencing a rise in highly volatile services. This structural bifurcation can also be seen in the two primary Asia‑Europe trades. Asia‑Mediterranean represents